Help Center

Practical guides for lending and follow-up

Real help for setting up loans, sending reminders, logging repayments, and keeping borrower records clear. If you need direct support, contact the team.

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11 total guides

Getting Started

Learn the core flow quickly so you can record loans with confidence.

2 guides

Loan Management

Keep records clean, update balances, and stay ahead of overdue loans.

3 guides

Reminders

Set up follow-ups that feel firm, clear, and professional.

2 guides

Repayments

Share payment links, log transfers, and close out balances accurately.

2 guides

Account & Security

Protect your account and keep borrower information handled responsibly.

2 guides

Guide Library

Every help article

Getting Started

Learn the core flow quickly so you can record loans with confidence.

2 guides

Getting Started4 min read

How to add your first loan

Set up your first loan properly so the amount, due date, and borrower details stay usable later.

Updated 2026-03-10

Getting Started5 min read

Invite a borrower without making it awkward

Share your loan details professionally so the borrower understands the balance without feeling attacked.

Updated 2026-03-10

Loan Management

Keep records clean, update balances, and stay ahead of overdue loans.

3 guides

Loan Management5 min read

Keep loan records clean as balances change

Manage edits, part-payments, and context notes without turning the record into a mess.

Updated 2026-03-10

Loan Management6 min read

Handle overdue loans without escalating too fast

Move from due date to follow-up in a way that protects the relationship while still keeping pressure on the balance.

Updated 2026-03-10

Loan Management4 min read

Export your history as CSV

Download your lending history as a CSV file for analysis, cleanup, or sharing with someone who needs the record.

Updated 2026-03-10

Reminders

Set up follow-ups that feel firm, clear, and professional.

2 guides

Reminders5 min read

How reminders work today

Understand the current reminder system so you do not expect scheduling controls or automation that the app does not expose yet.

Updated 2026-03-10

Reminders4 min read

Write reminder messages that get replies

Use direct wording that encourages a response instead of creating more silence.

Updated 2026-03-10

Repayments

Share payment links, log transfers, and close out balances accurately.

2 guides

Repayments5 min read

Use repayment links correctly

Help borrowers use the repayment flow correctly and understand what happens after they submit a payment through their link.

Updated 2026-03-10

Repayments4 min read

Record manual repayments without losing the audit trail

Log cash, bank, and M-Pesa payments in a way that keeps your balance trustworthy.

Updated 2026-03-10

Account & Security

Protect your account and keep borrower information handled responsibly.

2 guides

Account & Security5 min read

Protect your account and borrower data

Use practical habits that keep your account secure and borrower records handled responsibly.

Updated 2026-03-10

Account & Security3 min read

Recover access with email code sign-in

Use the passwordless sign-in flow correctly and avoid the small mistakes that block access.

Updated 2026-03-10

Most read this week

How to add your first loan

Getting Started · 24 reads

How reminders work today

Reminders · 21 reads

Use repayment links correctly

Repayments · 18 reads

Handle overdue loans without escalating too fast

Loan Management · 15 reads

Protect your account and borrower data

Account & Security · 12 reads

Still stuck?

Talk to our team

We can help you fix a confusing loan record, adjust reminder strategy, or explain how a repayment flow should work.

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